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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Thomas J. Herzfeld Advisors
4201
Thomas J. Herzfeld Advisors
Florida
$275M +$49M +22% 1.42% 17.7% 401 22.94% 2.1
Wind River Trust Company
4202
Wind River Trust Company
Wyoming
$275M +$6.5M +2% 6.62% 62.1% 10 0% 6.5
Wittenberg Investment Management
4203
Wittenberg Investment Management
Massachusetts
$275M +$15.2M +6% 7.9% 89.9% 80 6.25% 3.6
Old Mission Investment Co
4204
Old Mission Investment Co
Michigan
$275M +$28.2M +11% 8.55% 82% 113 7.96% 1.6
Affinity Asset Advisors
4205
Affinity Asset Advisors
New York
$275M -$121M -30% 1.53% 1,487% 87 52.87% 0.5
Searle & Co
4206
Searle & Co
Connecticut
$275M +$30.7M +13% 11.8% 108% 162 9.88% 3.4
Cutler Capital Management
4207
Cutler Capital Management
Massachusetts
$275M +$10M +4% 3.56% 39.7% 118 23.73% 2.4
ARIS
4208
Advanced Research Investment Solutions
California
$275M +$79.6M +41% 9.99% 13.1% 228 54.82% 0.5
Harbor Capital Advisors
4209
Harbor Capital Advisors
Illinois
$275M – – 1.8% 128% 92 – 0
UBP Investment Advisors
4210
UBP Investment Advisors
Switzerland
$275M +$16.8M +7% 1.64% 11.2% 108 14.81% 1.6
Somerset Trust
4211
Somerset Trust
Pennsylvania
$274M +$29.4M +12% 12.4% 80.5% 149 10.07% 4.1
FAP
4212
Financial Advisory Partners
Florida
$274M – – 8.54% 52.9% 72 – 0
Sozo Ventures GP II
4213
Sozo Ventures GP II
California
$274M – – 10.9% 8.44% 1 – 0
Covalis Capital
4214
Covalis Capital
United Kingdom
$274M -$159M -37% 1.2% 37.9% 137 49.64% 0.4
Beaird Harris Wealth Management
4215
Beaird Harris Wealth Management
Texas
$274M – – 3.8% 41.3% 686 – 0
Fermata Advisors
4216
Fermata Advisors
California
$273M +$46.7M +21% 5.67% 58.3% 197 18.27% 0.5
Adelphi Capital
4217
Adelphi Capital
United Kingdom
$273M -$70M -20% 8.87% – 2 0% 4.6
Arjuna Capital
4218
Arjuna Capital
North Carolina
$273M +$27M +11% 13.6% 118% 113 17.7% 2
Leonard Rickey Investment Advisors
4219
Leonard Rickey Investment Advisors
Washington
$273M +$34.7M +15% 5.73% 60.4% 77 12.99% 2.4
Susquehanna Capital Management
4220
Susquehanna Capital Management
Pennsylvania
$273M – – 8.22% 40.8% 2 – 0
Legacy Advisors
4221
Legacy Advisors
Pennsylvania
$273M +$22.5M +9% 8.56% – 138 11.59% 2.7
WT Wealth Management
4222
WT Wealth Management
Arizona
$273M +$13.1M +5% 5.13% 72% 133 15.79% 1.4
Retirement Capital Strategies
4223
Retirement Capital Strategies
California
$272M +$11.7M +4% 5.79% 59% 89 35.96% 1.9
West Oak Capital
4224
West Oak Capital
California
$272M +$14.1M +5% 8.99% 110% 418 16.75% 4.1
NWK Group
4225
NWK Group
California
$272M +$19.7M +8% 9.29% 268% 92 17.39% 1.5